Four Pillars of a Successful Retirement
Dates: April 27 - May 4, 2021
Meets: Tu from 6:15 PM to 8:30 PM
Location: Instructional Planning Center
Registration Fee Per Couple: $59.00
Are you prepared for one of the biggest transitions in your life? Invest time with William Perry to explore the issues facing you in retirement, develop the basic skills to identify challenges, and make informed decisions that can affect your retirement lifestyle. Shift your investment focus from accumulating assets to generating retirement income, maximize Social Security benefits, evaluate withdrawal strategies from your investment portfolio, consider the tax landscape, and develop a plan to preserve your assets and provide a legacy for your heirs. Includes one 80 page planning guide. This class provides group instruction, but not individual planning. Registration fee is for two people includes one workbook. Additional workbook available for purchase at class.
|Course Fee (Basic)||Registration Fee Per Couple||$ 59.00|
|Course Fee (Alternate)||Registration Fee Per Person||$ 44.00|
Instructional Planning Center
Bill has been serving clients as a Financial Advisor since 2004. He believes that the best financial advice comes from a comprehensive understanding of his clients’ needs. He thoroughly enjoys working with families to help reach their financial goals through customized and personalized solutions. Many of his younger clients are proactive about preparing for retirement now so they can achieve the lifestyle they desire. Bill also enjoys working with clients who are entering the final stages of retirement planning, and with clients living in retirement to utilize and manage their funds appropriately. Bill earned his Accredited Asset Management Specialist. (AAMS®) designation in 2008. He attended Augustana College and is a member of the Downtown Lions Club and the National Active and Retired Federal Employees Association (NARFE).
Bill is an affiliated instructor with a national organization called the Financial Educators Network. This Network offers courses on Life Planning and Retirement Planning at over 400 schools throughout the United States. He is also a Level Two archery instructor and enjoys volunteering his time teaching archery to individuals with disabilities. He is actively involved as a youth leader and teacher at his church. Bill’s wife, Anna, is a social worker at the VA Hospital and together they have two young daughters who will both be participating in the Spanish immersion program in the Sioux Falls School District. He is an avid reader, softball player and fan of eclectic music.
|04/27/2021||Tuesday||6:15 PM to 8:30 PM||Instructional Planning Center|
|05/04/2021||Tuesday||6:15 PM to 8:30 PM||Instructional Planning Center|